QuantMind: A Context-Engineering Based Knowledge Framework for Quantitative Finance

QuantMind: A Context-Engineering Based Knowledge Framework for Quantitative Finance

Haoxue Wang
Keli Wen
Yuante Li
Qiancheng Qu
Xiangxu Mu
Xinjie Shen
Jiaqi Gao
Chenyang Chang
Chuhan Xie
San Yu Cheung
Zhuoyuan Hu
Xinyu Wang
Sirui Bi
Bi'an Du
Published on 9/25/2025
Equities
LLM
AI
Multi-Agent
Alternative data
Machine learning

QuantMind is a novel knowledge framework designed to address key challenges in quantitative finance research, where reliance on unstructured content such as financial filings, earnings calls, and research notes often leads to issues with point-in-time correctness, evidence attribution, and integration into research workflows. The framework employs a two-stage architecture: first, a knowledge extraction stage that transforms heterogeneous documents into structured knowledge through multi-modal parsing of text, tables, and formulas, adaptive summarization for scalability, and domain-specific tagging for fine-grained indexing; second, an intelligent retrieval stage that integrates semantic search with flexible strategies, multi-hop reasoning across sources, and knowledge-aware generation to produce auditable outputs. This approach ensures that financial data is accurately contextualized and easily accessible for researchers.

A controlled user study validates QuantMind's effectiveness, showing that it significantly improves both factual accuracy and user experience compared to traditional methods like unaided reading and generic AI assistance. By focusing on structured, domain-specific context engineering, QuantMind not only enhances the reliability of financial analysis but also streamlines research workflows, making it a valuable tool for professionals in quantitative finance. The framework's ability to handle diverse document types and provide evidence-backed insights underscores its potential to transform how financial knowledge is extracted and utilized in practice.

Highlights

  • 1Introduces QuantMind, a specialized knowledge framework for quantitative finance addressing unstructured content challenges
  • 2Features a two-stage architecture: knowledge extraction and intelligent retrieval for structured knowledge transformation
  • 3Emphasizes point-in-time correctness, evidence attribution, and workflow integration in financial research
  • 4Demonstrates improved factual accuracy and user experience through a controlled user study

Methods

  • M
    Multi-modal parsing of text, tables, and formulas for knowledge extraction
  • M
    Adaptive summarization and domain-specific tagging for scalable indexing
  • M
    Semantic search with flexible strategies and multi-hop reasoning across sources
  • M
    Knowledge-aware generation for auditable outputs in retrieval

Results

  • R
    QuantMind outperforms unaided reading and generic AI assistance in factual accuracy
  • R
    Enhances user experience in quantitative finance research workflows
  • R
    Provides structured, domain-specific context engineering for better evidence attribution
  • R
    Enables scalable handling of heterogeneous financial documents like filings and earnings calls
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